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					                                    IRS-SPEC Partner Coalition FY-08
                                                                  Please Check One:     Existing [ x ] Emerging [ ]
TERRITORY NAME:              Denver

FORMAL NAME OF COALITION: Tax Help Montana

Coalition Website:

Key Coalition City/State: Great Falls MT

Coalition Chair's Name and Organization: Karen Heisler, Dir. Asset Development, Consumer Credit Counseling
Service

Coalition Chair's e-mail address/Phone #:          karenh@cccsmt.org 406-761-8721

Date Coalition Started and Geographical Area Covered: Dec. 2004, Montana

Strategies - briefly define each strategy, if applicable
h        Outreach Strategy: Improve awareness of available credits including EITC and AEITC

         Tax Preparation Strategy: Deliver free tax preparation service to low income, disabled, and Native American
h        taxpayers including VITA, I Can E-file, and Online Free File

h        Asset-Building Strategy: Promote financial literacy through education, bank accounts, IDAs,

Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
           Add or delete rows by right-clicking on line number below where row is needed, then Insert or Delete..
                                                 Core Planning Group
         Consumer Credit counseling
         Montana Credit Union Network



                                               Other Coalition Members
         Blackfeet Community College
         Chief Dull Knife College
         Montana Department of Revenue
         Montana Legal Services Association
         W. K. Kellogg foundation



Significant Coalition Activities: (List major items only, using bulleted style)
         Operated 25 sites at Tribal Colleges, Credit Unions, Senior Centers, Schools, Churches
         Prepared over 5,300 returns, 4,654 e-filed
         Cooperated in financial literacy programs
         Produced PSAs on e-filing and various tax credits, including EITC
         Established Montanafreefile.org as a one-stop source for tax information

Planned Future Activities: ( Summarize major plans, using bulleted style)
        Increase area covered from Montana to western North and South Dakota and northeastern Wyoming
        Develop asset-building strategies throughout the region
        Develop strategies to provide tax assistance to very rural areas, not populous enough for traditional sites

				
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